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(In both the Introductory and Footer Messages, you may include HTML formatting tags. You can also include images, as long as they are already uploaded to a server - reference them using complete URLs.)
(In both the Introductory and Footer Messages, you may include HTML formatting tags. You can also include images, as long as they are already uploaded to a server - reference them using complete URLs.)
'''TRUE FANS'''


'''Title and Settings'''
'''Title and Settings'''
Line 91: Line 93:
* Require Membership Signup: (check)
* Require Membership Signup: (check)


'''Receipt'''
'''Thank-you and Receipting'''
*Receipt From Name: Open Source Ecology
*Receipt From Name: Open Source Ecology
*Receipt From Email: opensourceecology@gmail.com
*Receipt From Email: opensourceecology@gmail.com
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*Supporter profile: Supporter profile
*Supporter profile: Supporter profile
*'Create Personal Campaign Page' link text: (clear)
*'Create Personal Campaign Page' link text: (clear)
'''DONATE'''
'''Title and Settings'''
*Title: Open Source Ecology Donate
*Contribution Type: Donation
*Start Date: (Clear)
'''Amounts'''
*Payment Processor: PayPal Test
*Contribution Amounts section enabled: (check)
*Recurring contributions: (check)
*Allow other amounts: (check)
'''Thank-you and Receipting'''
*Receipt From Name: Open Source Ecology
*Receipt From Email: opensourceecology@gmail.com
'''Tell a Friend'''
*Info Page Link: http://opensourceecology.org

Revision as of 00:06, 16 August 2011

General CiviCRM Configuration

Administer -> Configure -> Configuration Checklist

Localization
  • Inherit CMS Language
  • Add all countrais and states/provinces.
Domain Information
Open Source Ecology
opensourceecology@gmail.com
http://opensourceecology.org
Home Address
c/o 9 Galloway Court
West Orange, NJ 07052
United States
Site Preferences
  • Viewing Contacts and Contact Search: Uncheck Activities, Relationships, Cases, Grants and Pledges.
  • Contact Dashboard: Uncheck My Contacts/Organizations, Pledges
Mapping and Geocodding

Add map provider and key.

From Email Address Options

"Open Source Ecology" <opensourceecology@gmail.com>

Payment Processor
  • Payment Processor Type: PayPal - Website Payments Standard
  • Name: Paypal test

To test, it's better use https://www.sandbox.paypal.com/ in Processor Details for Live Payments and a test PayPal account. Test accounts can be created in https://developer.paypal.com This place is different from your PayPal account, so it's necessary to sign up. It's possible to create test bussiness accounts to receive money, and test buyer accounts to pay.

Tags

Name: Europe Description: Resources or events in Europe Used for: Contacts, Activities, Cases.

Delete unused tags.

Groups

Add mailing list groups: OSE Europe, team-culturing, etc.



Contacts -> New Organization

Open Source Ecology
opensourceecology@gmail.com
http://opensourceecology.org
Home Address
c/o 9 Galloway Court
West Orange, NJ 07052
United States

Administer -> CiviMember -> Membership Types

Standard, Gold, Gold Extra, Platinum, and Angel.

  • Name:Standard
  • Description: Standard True Fan with 10$/month during 2 years.
  • Membership Organization: Open Source Ecology
  • Contribution Type: Member dues.
  • Duration: 2 Year
  • Period Type: rolling

Administer -> CiviContribute -> New contribution page

(In both the Introductory and Footer Messages, you may include HTML formatting tags. You can also include images, as long as they are already uploaded to a server - reference them using complete URLs.)

TRUE FANS

Title and Settings

  • Title: Open Source Ecology True Fans
  • Contribution Type: Memeber Dues
  • Start Date: (Clear)

Amounts

  • Payment Processor: PayPal Test
  • Contribution Amounts section enabled: (Uncheck)

Membership settings

  • Membership Section Enabled?: (check)
  • Membership Types: (check all)
  • Require Membership Signup: (check)

Thank-you and Receipting

  • Receipt From Name: Open Source Ecology
  • Receipt From Email: opensourceecology@gmail.com

Tell a Friend

Personal Campaign Pages

  • Supporter profile: Supporter profile
  • 'Create Personal Campaign Page' link text: (clear)


DONATE

Title and Settings

  • Title: Open Source Ecology Donate
  • Contribution Type: Donation
  • Start Date: (Clear)

Amounts

  • Payment Processor: PayPal Test
  • Contribution Amounts section enabled: (check)
  • Recurring contributions: (check)
  • Allow other amounts: (check)

Thank-you and Receipting

  • Receipt From Name: Open Source Ecology
  • Receipt From Email: opensourceecology@gmail.com

Tell a Friend